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Our Professionals



new headshot for aaron
Director of Investment Research
(502) 587-2989
New Headshot for Jimi
Senior Wealth Advisor
(502) 337-6299
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Portfolio Manager
(502) 587-2990
Laura Thomas
Laura Thomas
Trust Officer
(502) 587- 2983
Contact Me
new headshot for Mark
Senior Wealth Advisor
(502) 587-2986

Our Administrative Staff

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LeeAnn Abell
Client Administrative Specialist
(502) 587-2987
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Bernetta Flickner
Trust Operations Administrator 
(502) 587-2985
Contact Me
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Ann Jewell
Administrative Principal
(502) 587-2981
Investment products are not FDIC insured, not guaranteed by the bank, and may lose value